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Fund of the Week: Fidelity® Series Real Estate (FREDX)

Shauna O'Brien

|

Business news and graphs
This week, Sears (SHLD) and General Growth Properties (GGP) announced that they have entered into a real estate joint venture, bringing the REIT industry into the spotlight. To highlight this deal, we have chosen the Fidelity® Series Real Estate (FREDX) as this week’s fund of the week.

Inside the Fund

The fund was launched in 2011 and is managed by Samuel Wald. Currently, it has about $1.2 billion in assets under management (AUM).

This fund is composed primarily of REITs of various types that are based in the U.S.

Historical Performance

2010 2011 2012 2013 2014
- - 18.41% 1.89% 5.56%
Largest Holdings

Over 30% of the fund’s portfolio is composed of its top five holdings. These holdings are mostly positive YTD.

Symbol Stock Portfolio Weight 2015 Performance
SPG Simon Property Group 12.20% +7%
BXP Boston Properties 5.84% +8%
ESS Essex Property Trust 4.91% +10%
SLG SL Green Realty 4.66% +7%
HCP HCP Inc 4.66% -2%

The Bottom Line

For investors seeking exposure to the REIT industry, this fund may prove to be a well-rounded choice.

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Business news and graphs

Fund of the Week: Fidelity® Series Real Estate (FREDX)

Shauna O'Brien

|

This week, Sears (SHLD) and General Growth Properties (GGP) announced that they have entered into a real estate joint venture, bringing the REIT industry into the spotlight. To highlight this deal, we have chosen the Fidelity® Series Real Estate (FREDX) as this week’s fund of the week.

Inside the Fund

The fund was launched in 2011 and is managed by Samuel Wald. Currently, it has about $1.2 billion in assets under management (AUM).

This fund is composed primarily of REITs of various types that are based in the U.S.

Historical Performance

2010 2011 2012 2013 2014
- - 18.41% 1.89% 5.56%
Largest Holdings

Over 30% of the fund’s portfolio is composed of its top five holdings. These holdings are mostly positive YTD.

Symbol Stock Portfolio Weight 2015 Performance
SPG Simon Property Group 12.20% +7%
BXP Boston Properties 5.84% +8%
ESS Essex Property Trust 4.91% +10%
SLG SL Green Realty 4.66% +7%
HCP HCP Inc 4.66% -2%

The Bottom Line

For investors seeking exposure to the REIT industry, this fund may prove to be a well-rounded choice.

If you’ve enjoyed this article, sign up for the free MutualFunds.com newsletter; we’ll send you similar content weekly.

Sign up for Advisor Access

Receive email updates about best performers, news, CE accredited webcasts and more.

Popular Articles

Read Next

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